Brian Stewart
๐ค SpeakerAppearances Over Time
Podcast Appearances
And then I guess just because we're the first episode of the new year, anything to say about the market in general this coming year?
Anything that you're particularly focused on or thinking about or anything to give to investors for this coming year?
Yes, yes, yes.
To the point about valuation and how it's a difficult thing to ascertain these days, I just had a fantastic conversation for those interested with Julian Lin on our Investing Experts podcast.
He's a valuation guy and he gets into how he figures out valuation when it's a bit confusing and sus.
So I would recommend people listen to that.
It's a deep dive on IIPR, the cannabis REIT, but he gets into some good stuff about valuation for those interested.
Brian, we are off next week.
I'm on vacation, but we will talk to everybody and each other in a couple of weeks.
Talk to you then.
Appreciate this very thoughtful conversation.
Indeed, yeah. Busy times.
Indeed, yeah. Busy times.
Indeed, yeah. Busy times.
Yeah, obviously. So we're recording this on Thursday as the markets fall following the tariff announcement last night. The tariffs were much more draconian than people had predicted. So the market is adjusting accordingly. If you're taking the optimistic view of the process that we're now involved in, Trump is in the process of doing a negotiation tactic.
Yeah, obviously. So we're recording this on Thursday as the markets fall following the tariff announcement last night. The tariffs were much more draconian than people had predicted. So the market is adjusting accordingly. If you're taking the optimistic view of the process that we're now involved in, Trump is in the process of doing a negotiation tactic.
Yeah, obviously. So we're recording this on Thursday as the markets fall following the tariff announcement last night. The tariffs were much more draconian than people had predicted. So the market is adjusting accordingly. If you're taking the optimistic view of the process that we're now involved in, Trump is in the process of doing a negotiation tactic.
He's playing chicken with the rest of the world. These are sort of opening gambit to negotiations. And so over the next few weeks, we're going to see these mitigated or exceptions made to the point where they won't be as aggressive as they are now.
He's playing chicken with the rest of the world. These are sort of opening gambit to negotiations. And so over the next few weeks, we're going to see these mitigated or exceptions made to the point where they won't be as aggressive as they are now.
He's playing chicken with the rest of the world. These are sort of opening gambit to negotiations. And so over the next few weeks, we're going to see these mitigated or exceptions made to the point where they won't be as aggressive as they are now.